--my staff can view the same information I am, when I am away from the office

--it is easy to adjust to the specific requirements of my practice; for example, I can set up a "case" for all my administrative information ("Office Admin, 2018"), including documents, time, and expenses

Cons: --the software allows firm specific information to be input, but is limited on its usefulness; for example, I have a field for travel time as part of a time entry, but the invoice only shows the total time

--the inability to store documents with a contact as opposed to a case; for example, I use a particular therapist on multiple cases but I cannot attach her resume to her contact information; to be rapidly accessible, I must store the same document with every case

--the calendar can only be printed in an agenda format; to print monthly or weekly views, I must go outside the software to a sync'd calendar

Overall: I am able to work at home and at locations and times convenient to clients; I can offer work-at-home opportunities to staff; storage is no longer an issue since my office is almost entirely "paperless"; I have been able to reduce the number of support staff; the return calls I have to make has been greatly reduced because there is no longer a need to locate files and contact others to ensure everything is up to date; I have an efficient means of tailoring case management based on the type of case or client

Vendor Response

by MyCase
on April 16, 2018

Hi Grace, thank you for your feedback. There is a way to store documents as part of a contact, and a member of our product team has reached out to help you through the process. We have also taken note of your thoughts on calendar printing and invoicing, and will be taking it into consideration for improvements in the future. If you have any questions, feel free to reach out to our customer support team! Your continued support and feedback is appreciated.

MyCase is the most intuitive and easiest to navigate system I've tried out of many.

Dec 12, 2017

Verified Reviewer

Used the software for: 1-2 years

Reviewer Source

Source: Capterra

5/5

Overall

5
/
5

Ease of Use

4
/
5

Features & Functionality

5
/
5

Customer Support

5
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: I like having everything in one place. Being able to access everything I need about my clients, opposing counsel, documents, billing, etc. makes it so I can follow up with my clients wherever I am. That's invaluable to me.

My clients can pay online, I can send invoicing reminders, and now I can add interest.

Calendaring is really a plus because when I enter it into MyCase it automatically sends to my clients and goes to outlook. One less thing for me to remember to do.

I need to do better with tagging, but clients can send me discovery documents, I can send them documents to review, we can see the changes between versions. I upload the final product, and my clients get their entire case file as it progresses, and have one location where they can view everything that's happened.

I also like that I can tell when a client has logged on, so if they haven't and I need them to respond, I can follow up. That eliminates the "lost in the ether" issues that crop up.

Cons: There's nothing I dislike, but there are always room for improvements. I'd love expanded searchability for documents and enhanced sorting. The trust accounting is a bit of a nightmare for me, so that can definitely be cleaned up.

More than anything, I'd like them to maybe partner with some people. I'd love to be able to scan something directly from my ScanSnap to MyCase, or even have a desktop app that I could save documents to that would automatically sync with MyCase.

Last, enhanced time entry would be a godsend. If I'm sending a message, it'd be nice if something popped up when I hit send to ask if I'd like to bill for it. Same for taking notes in the clients file.

Overall: Primarily, the ability to run my practice as a true solo, and to be able to work from anywhere and be as responsive as my clients need and expect me to be.

Vendor Response

by MyCase
on April 04, 2019

Thank you for sharing how MyCase helps you run your practice more efficiently. We appreciate your thorough feedback and have passed on your suggestions to our product team! We are also happy to share that we have updated our time entry so that you can now create time entries based on messages, notes, & events.

Overall, very positive. I chose MyCase 4 years ago for its user-friendly interface for clients.

Apr 03, 2018

William Q.

Attorney/Owner

Used the software for: 2+ years

Reviewer Source

Source: Capterra

4/5

Overall

4
/
5

Ease of Use

4
/
5

Features & Functionality

5
/
5

Customer Support

5
/
5

Value for Money

Pros: It provides an easy means of secure client communication and collaboration for those clients who have a computer and know how to use it. MyCase's payment system is affordable and hassle-free (no monthly fees and no worries about CPI compliance), and encourages faster payment by clients.

Cons: Not as beefy and versatile as in-house case management software. Files are sometimes hard to find. (A Windows Explorer-style interface would be faster and easier to look through. Suggest speeding up file list display and searching by chaching the file list and associated details to user browser.) File tagging is easy to do...but not that useful in practice. The new redesign of the client portal, while great for tiny screens, is not as user-friendly as the previous design. Clients sometimes miss new messages and comments. (Please don't change my dashboard to look like that!) One little request for the iPhone version of the client software for lawyers: Please add an alert button so I know when I have a new message/document/comment waiting, without having to fire up the app to check for these things.

Vendor Response

by MyCase
on May 08, 2018

Thank you for taking the time to share your experience, Will. It is great to hear that your firm is enjoying easy client communication and payments. We'll take your constructive feedback into account as we make updates moving forward. If you have any questions or would like to provide more detail about your mobile app experience, please email us at mobile@mycase.com. We welcome any additional comments you may have about the app!

Easy and Efficient Case Management

Nov 06, 2018

M. Wayne T.

Co-Owner, Attorney

Law Practice, 1-10 employees

Used the software for: 2+ years

Reviewer Source

Source: Capterra

5/5

Overall

5
/
5

Ease of Use

4
/
5

Features & Functionality

5
/
5

Customer Support

5
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: From the beginning, it was easy to use, and as it has evolved, it remains user friendly. It eliminates the need for a paper file. One of the best features is that clients have access to their case, documents, calendar, billing and to their attorney. The messaging function eliminates voice messages and most phone calls. Clients can leave questions at any time of day or night and will have a documented answer without telephone tag. Overall case management is significantly more efficient than paper files.

Cons: The creation of Automated documents has been disappointing. The feature exists but is not as user friendly as the rest of the software. The recent integration with Dropbox is confusing as well but I suppose that may be my lack of familiarity with how it functions.

Overall: I began using MyCase when it was relatively young. As a result it has been easy to master each new feature as it has been introduced. Tech support is responsive and helpful when needed. MyCase continues to add features based on input and suggestions from users and there seems to be a focus on staying current and relevant to demands of law office management.

Vendor Response

by MyCase
on December 05, 2018

Thank you for your review. We are always grateful for customers like you that have been with us since the beginning, and who help us continue to improve and grow. We are sorry to hear that you have been having difficulties with the recent document and Dropbox updates, and a member of our product team has reached out to hear your feedback in more detail. We look forward to many more years of partnership and continuing to improve your experience!

MyCase is the Most Affordable Small Law Firm Case Management Software

Oct 08, 2017

Susan M S.

President - Owner

Used the software for: 2+ years

Reviewer Source

Source: Capterra

5/5

Overall

4
/
5

Ease of Use

4
/
5

Features & Functionality

5
/
5

Customer Support

5
/
5

Value for Money

Pros: Affordability is one of the best benefits of MyCase. MyCase offers simple month-to-month, no contract obligation pricing a month for each attorney and /month for each paralegal. Another great benefit MyCase offers is Lawyer App which is compatible with iPhone, iPad or Adroid. Accounting features are limited within MyCase but with the ability to integrate QuickBooks, accounting is a snap. Collaborate, create, customize utilizing Legal Practice Management Tool Kit is another great feature MyCase provides to its clients. The automation software provides task template and case flows for repetitive forms via intake which is beneficial for estate planning, probate, divorce, and bankruptcy law firms. MyCase is the least expensive case management software available for law firms and would benefit small firms. Also, MyCase has been adding new features through time. You'll enjoy the time billing, firm reports, online payments, Quickbook integration, document management and collaboration features. I recommend trying the 30-day trial for free and check it out!

Cons: MyCase is the least expensive for a reason and with price, there are limits to features. MyCase is not as robust as its competitors if your law firm is medium to large. MyCase caters to small firms. If you are a firm that bills on contingency, UTBMS or LEDES, MyCase may not be for you. Also, MyCase only integrates with QuickBooks whiles others integrate with Xero too.

Vendor Response

by MyCase
on April 04, 2019

Hi Susan, thank you for your feedback. It is great to hear how MyCase's many features have been beneficial to your firm's productivity. We are happy to share that we now have UTBMS codes and LEDES billing to help make your invoicing process as seamless as possible. We look forward to our continued partnership and improving MyCase to meet the needs of customers like you.

Great experience overall.

Jan 25, 2018

Verified Reviewer

Used the software for: 6-12 months

Reviewer Source

Source: Capterra

5/5

Overall

5
/
5

Ease of Use

4
/
5

Features & Functionality

5
/
5

Customer Support

4
/
5

Value for Money

Pros: The people are great at customer service, I have had great experiences with Leslie Skelly, Drew, and Cat Allday. I like the Reports function and would like to see more Report options. I also like bulk exporting invoices.

Cons: The CMS functionality is great. I would suggest pinning the client to the top of the matter contacts, rather than having them appear at random in a long list. I would also suggest removing the 'Total' column from the Billing -> Account Activity section in the far right-hand column, or allowing the company to reset these figures annually. Seeing such a large 'Total' figure makes my boss angry since it accumulates over the lifetime of using MyCase and it is not helpful. Resetting the 'Total' every year would make it more useful.

While the websites department is a completely different division of Mycase, I found the websites to be expensive for the services received. In other words, I would like to have better access to editing the posts and the ability to delete another user's post. (For example, we have old employees who created posts, but since they are no longer with the firm, and we do not have the logins, there is allegedly no way to delete that former employee's posts.) Each firm should be given one master user account with full privileges to allow editing all posts. Also, we should be given access to the Google Analytics tracking, since MyCase controls the data and does not share it with the client/firm. It is terrible trying to track how many monthly users we have, and we are not able to use several APIs out there due to the non-sharing protocol where we do not know the UA code and have no access whatsoever to user traffic statistics.

MyCase Law Firm Software Review

Nov 06, 2018

Alan D.

Attorney at Law

Law Practice, 1-10 employees

Used the software for: 2+ years

Reviewer Source

Source: Capterra

5/5

Overall

5
/
5

Ease of Use

4
/
5

Features & Functionality

5
/
5

Customer Support

4
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: Very useful client portal. Clients can login, keep track of their case, upload documents, view documents uploaded by firm, calendar with reminders, make payments, and securely message the firm.

Cons: Reporting on all cases is not quite there yet, but it has been recently updated. Needs to allow firm to save different reports based on specified data. At the moment specific reports based on specific data cannot be saved, must be input each time you run a case report.

Overall: It very nearly has everything needed to run a law firm efficiently, and alleviate stress, eliminate missed deadlines/appointments, maintain communication with clients, and get paid for work quickly. We've used it since 2012 when it was in its early stages, and there have been regular updates and new features added to make it a strong robust system for client and case management as well as trust accounting. I highly recommended.

Vendor Response

by MyCase
on April 04, 2019

Hi Alan, thank you for your review. We greatly value your continued partnership as a customer since 2012. We are happy to share that you can now save specific reports with one click to save you time! Please do not hesitate to reach out to our Customer Service team with any questions.

Great product that could use a few tweaks.

Aug 28, 2018

Nancie W.

Owner

Law Practice, 1-10 employees

Used the software for: 2+ years

Reviewer Source

Source: Software Advice

4/5

Overall

3
/
5

Ease of Use

3
/
5

Features & Functionality

2
/
5

Customer Support

4
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Comments: I am going to have to look into another credit card processing that will not link with MyCase which is frustrating but the company that MyCase has contracted with is not good at best and very expensive to our company.

Pros: The product's google like set up is very nice. Training new employees is a breeze and the software is very intuitive so normally people have no issue catching on.I like the layout generally and the options that you have managing accounting and case files. I love how it syncs with QuickBooks almost seamlessly.

Cons: Th new layout with recent activity as the first window when you pull up a case file is the WORST idea. Very annoying. The lack of response you get as a customer is frustrating at times especially when you put ina request or comment and then get no response. The lack of ability to use other credit card processing platforms is very frustrating given that the PayPros platform is one of the way more expensive options. The app often has issues "connecting" or logging on.

Vendor Response

by MyCase
on September 18, 2018

Hi Nancie, thank you for your review! It is great to hear that MyCase has been easy to integrate with your firm, and it looks like you have recently transitioned onto MyCase payments since writing your review. With regards to your feedback on the Recent Activity view, a member of our product team has reached out to you to hear about your experience in more detail. Listening to customer feedback is one of our top priorities, and we look forward to improving your experience.

MyCase is good for the small or solo lawfirm

Feb 28, 2017

Vicky W.

Law Practice, 1-10 employees

Used the software for: 2+ years

Source: Capterra

4/5

Overall

5
/
5

Ease of Use

3
/
5

Features & Functionality

4
/
5

Customer Support

4
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Comments: We have tried many legal organization and calendar programs. MyCase is very easy to use and basic. Our Firm primarily uses the calendar to keep the consults, deadlines, court schedules for each attorney. The tasks are useful for myself, and I can set up due dates and keep track of what I have to do. I also put payment plan dates in there to remind me to call a client if they have not made payment. We also use the billing feature to make our invoices look better. The way mycase keeps track of incoming money isn't the best or most accurate. For example when we bill out expenses, it still shows as income. Also, when you deposit something into the Trust account in mycase, and use those funds to pay an invoice, there are some quirks. We do not use the "trust account" feature to keep track of the real IOLTA account at all. Everything is very easy to use and someone who isnt tech savvy can catch on easily as well. During the use of it, we found that the name of the event you are putting in you have to list a clients first, last name and it needs to be spelled correctly, or you can not search for it in the search bar. Even if you link a calendar event to a case, it wont show up in the search bar. We do not use the message feature or document feature, we also do not allow our clients access to their online case. We just use the program for our internal use only. Overall I would recommend this to most law firms. Our Firm has grown from 1 attorney and 2 support staff to 4 attorneys and 5 support staff. So the monthly price of the program is starting to not be affordable for a calendar program.

I absolutely love MyCase. Ease of use and excellent customer service make it a must-use for solos.

Feb 05, 2018

Bridget T. S.

Attorney

Used the software for: 2+ years

Reviewer Source

Source: Capterra

5/5

Overall

5
/
5

Ease of Use

5
/
5

Features & Functionality

5
/
5

Customer Support

5
/
5

Value for Money

Pros: I love the timekeeper, the ability to start several timers at once, and the ease with which you can enter narratives for each time entry. Making invoices is super easy as well, and you can even (I just learned this) add your firm's logo to your invoices. The invoices look very professional, and are easy to edit and amend as needed. There is a "no charge" function for time entries you decide to write off for clients. You can also share invoices via the client portal if you'd like. I am just exploring some of the other features of MyCase, such as the task list, the calendar, and using MyCase to keep track of marketing and contacts.

Cons: I'd like to be able to view detailed time entries with narratives before creating an invoice. Maybe this exists? Right now, I create an invoice, print it out, decide what changes I want to make, then go back into the invoice and edit it.

Vendor Response

by MyCase
on April 04, 2019

Thank you, Bridget, for your thoughtful review. We are happy to hear that you are saving time with MyCase and finding value in new features. Also, you can now run a detailed Case Time & Expense Report and view more details on your Time Entries before creating an invoice. Please do not hesitate to reach out if you have any questions or additional feedback. We look forward to our continued partnership.

Super User Friendly, with prompt, amazing U.S. support

Jan 25, 2018

Mary C.

Managing Attorney

Law Practice, 1-10 employees

Used the software for: 2+ years

Reviewer Source

Source: Capterra

5/5

Overall

5
/
5

Ease of Use

5
/
5

Features & Functionality

5
/
5

Customer Support

5
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: Intuitive, easy to use / multiple ways of accomplishing the same task: I am not technologically savvy, but MyCase makes everything easy. The staff is also U.S. based, friendly, helpful, and knowledgeable. We have never had a circumstance where MyCase did not promptly help us figure out the solution!

Cons: Like all software, new features take time to be added, but the team is always willing to listen to suggestions and work them into the updates.

Overall: - Client and case management

- Secured client communications, with no filing necessary; all communications are automatically linked to and stored in the client file

- Document management - easy for clients and legal teams to share documents of any size

- Invoicing - Easy, professional invoices - easy to add/delete/modify/mark as non-billable/or remove from invoice any time entry or expense; Clients can pay through their account via credit card or e-check

- Task Management - Really great workflow feature which allows staff to attach a standard workflow to a file, and the workflow automatically generates checklists and tasks

- Calendaring - Easy for staff to handle calendaring; any firm user can view the calendar of another firm user by clicking his/her color block; Calendar events can be easily shared with clients and other staff

- Easy for clients to find - MyCase is linked to our website, which makes it easy for clients to locate and login

User Friendly and Always Improving

Apr 16, 2019

Mary C.

Managing Attorney

Legal Services, 1-10 employees

Used the software for: 2+ years

Reviewer Source

Source: Capterra

5/5

Overall

5
/
5

Ease of Use

5
/
5

Features & Functionality

5
/
5

Customer Support

5
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: The software is extremely user friendly, even for a non-tech person like me. I particularly love having the ability to have client messages, file notes, documents, workflows, task lists, time, expenses, and billing in one place. All actions are intuitive, and there are often multiple ways to do the same thing. For example, I can click a button on the home page to add a new expense and then attach it to a file or once I am in a file, I can click a file button to add the expense directly. I have found the MyCase staff to be extremely helpful in explaining the software and helping me best use new features. The software is also very cost effective in that I pay for firm seats, not client seats, so I can add hundreds or thousands of client files with no additional cost. The very best thing, however, is that they are constantly upgrading and adding new features. Many of the "wants" for which I have asked over the years have already been implemented.

Cons: I would like more ability to pull reporting from the Workflows (e.g. pull a client list of all files at a particular status point in a workflow).

Overall: MyCase makes my practice manageable!

I would be lost without MyCase!

Jan 25, 2018

Mary Ellen L.

Florida Registered Paralegal

Law Practice, 1-10 employees

Used the software for: 2+ years

Reviewer Source

Source: Capterra

5/5

Overall

5
/
5

Ease of Use

5
/
5

Features & Functionality

5
/
5

Customer Support

5
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: I absolutely love that you can interact with your client daily - updating his/her file within seconds. It is convenient to have past cases, documents, invoices accessible at the touch of a key. I also think the report feature is a great feature. This site has made my job so much easier.

Cons: My only "gripes" per se would be that you cannot enter a reoccurring meeting in the calendar. Instead you have to do so individually even if every Wednesday at 9am you have the same meeting. I would love to see this feature implemented. I would also like to see the "closed cases" appointments remain on the calendar, even if they turn a different color to clarify instead of them being removed.

Overall: This software has allowed me to keep in constant contact with clients as well as better organization of files and time utilized in each. In addition it has allowed me to be prompt with billing and has give our clients a vast array of ways to pay for their services as well as interact with our office.

Vendor Response

by MyCase
on June 14, 2018

Hi Mary, thank you for taking the time to review! We are pleased to share that MyCase has added the recurring events function. This new feature allows you to manage daily, weekly, monthly, and yearly calendar events without entering information for each individual date. We encourage you to keep updating the app as we continue to add new features.

Love it!

Aug 09, 2018

Kari H.

Managing Member

Law Practice, 1-10 employees

Used the software for: 2+ years

Reviewer Source

Source: Capterra

5/5

Overall

5
/
5

Ease of Use

5
/
5

Features & Functionality

5
/
5

Customer Support

5
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: It has streamlined communication between the office and clients. Our clients love the ease of accessing messaging, documents and calendaring. It has made practice and managing our clients and information so much easier. The customer service is exceptional. We do not hesitate to point out changes that we would like to see (either something that does not work or a feature that we would like to see added). It is clear that they are listening because it is not uncommon for us to see some of our feedback result in some change down the line. I cannot say enough positive things about the program.

Cons: I really have nothing to add here. Any time we have an issue with the program or there is something that does not function appropriately, we reach out to customer service and they are quick to help walk us through a solution or we see the solution come in an update at some point down the road.

Vendor Response

by MyCase
on August 10, 2018

Thank you for sharing your positive experience, Kari! We are always striving to learn from out customers and provide meaningful feature updates, and it's great to hear that MyCase has helped streamline communication within your firm. We look forward to our continued partnership!

Simple Efficient InDepth Law Office Organization

Jan 25, 2018

David D.

Attorney/Business Owner

Law Practice, Self-employed

Used the software for: 2+ years

Reviewer Source

Source: Capterra

5/5

Overall

5
/
5

Ease of Use

5
/
5

Features & Functionality

5
/
5

Customer Support

5
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: Mycase provides a clean and easy platform to record and organize case information. Any case file is ready to review at the click of a button, whether to prep before court or for when a client calls. Clients probably think I personally remember all of their case details. But it is really because I pull up mycase and am looking at their file when they call, whether in the office or out of the office and on my iphone.

Clients can view their case status without calling me. Clients can upload documents and message information. It is like having a secretary in the cloud that organizes all my client files and keeps clients up to date.

Cons: The mobile app in the past was static but full of information and easy to use, and extremely reliable. The new mobile app has way more functions, with the hope of eventually have high utility but is still in the growing stage. Can't wait until I can have a virtual office on my iphone. Until, I will continue to depend on the extremely reliable mycase desktop service.

Overall: Efficient law practice. Very organized. Portal for clients to communicate, see updates, and to upload documents.

Ease of use and clients love the ability to access their information and communicate with our office

Jan 26, 2018

Angela A.

Paralegal

Used the software for: 2+ years

Reviewer Source

Source: Capterra

5/5

Overall

5
/
5

Ease of Use

5
/
5

Features & Functionality

5
/
5

Customer Support

5
/
5

Value for Money

Pros: The best thing about the program is having access to every file and every document at a moments notice. We are a fast paced criminal defense office and I don't have a lot of time to be constantly going to the file room to pull files every time a client calls or comes in. I can access it all right from my computer. What's especially nice is even after a file is closed a client may call and ask something about their case and within seconds I can tell them what they need to know without having to go to storage and call them back a few days later.

Cons: For our office the calendar feature is not very helpful. It doesn't function how we would like for it to so I have to post court dates to 2 different calendars but because of that it does always give us a back up for verification of court dates.

Vendor Response

by MyCase
on April 16, 2018

Hi, Angela, thank you for taking the time to provide this thoughtful feedback. We're happy to hear that you are enjoying the array of functionality and ease-of-access that MyCase provides. A member of our Product Management team has reached out to discuss your experience with the calendar feature, and learn more about your needs in the calendaring feature.

Overall, a great product. Well thought out, easy to use.

Jan 25, 2018

Rebecca P.

Attorney/Owner

Law Practice, 1-10 employees

Used the software for: 2+ years

Reviewer Source

Source: Capterra

5/5

Overall

4
/
5

Ease of Use

4
/
5

Features & Functionality

5
/
5

Customer Support

5
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: I like that they are continually adding/improving based on client feedback. Workflows are a huge time saver. I like the ease of sharing things with clients and opposing counsel securely.

Cons: I would very much like to be able to mark documents as read in small batches, say just those pertaining to a certain case, or just those in a current view. There are times when I have a lot of documents to mark as read, but many of them are things that I have already read and dealt with in hard copy, and they are being uploaded for the client. Having to click into each one to mark it as read consumes a lot of time.

Vendor Response

by MyCase
on April 04, 2019

Hello Rebecca, thank you for your review. We appreciate you taking time out of your schedule to share how MyCase has streamlined your practice and continued to adapt to the needs of your firm. We are also happy to announce that you can now mark select case documents as read from the Case Details page. If you have any additional questions or feedback, please don't hesitate to reach out to our Customer Support team!

MyCase is practice management software with a full feature set, excellent support, & a great price.

Jan 25, 2018

Tyler H.

Attorney | Owner

Used the software for: 2+ years

Reviewer Source

Source: Capterra

5/5

Overall

5
/
5

Ease of Use

4
/
5

Features & Functionality

5
/
5

Customer Support

5
/
5

Value for Money

Pros: The MyCase software is easy to use and easy to integrate into an existing law practice. The software has all the features of any other major practice management suite, and there is continual improvement of existing features while new features are being developed and released at regular intervals. The support team is very responsive to questions and feature requests, and the Knowledge Base makes it easy to learn the functions of the software. The new mobile app is vastly improved as well. In my opinion, MyCase represents the best overall value out of any other practice management suite I've considered.

Cons: I would like to see the MyCase mobile app adopt more of the features & functions of the website, making it easier to perform management tasks "on the go" through your phone. Also, I would like to see MyCase provide more integrations with other software, such as RocketMatter and Clio already do, though MyCase does presently integrate with Google Apps/G Suite, Quickbooks, and Outlook.

Couldn't Practice Without it

Feb 05, 2019

Jerry C.

Attorney

Legal Services, 1-10 employees

Used the software for: 2+ years

Reviewer Source

Source: Capterra

5/5

Overall

5
/
5

Ease of Use

4
/
5

Features & Functionality

5
/
5

Customer Support

5
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: Very easy to add clients and cases. Basically, all information regarding a client is housed in one place. We have never had the software be non-accessible and I have pretty good feedback from my clients.

Also, the trial for this software was no stings attached - they didn't even take my credit card information. After using this for a weekend I decided that I couldn't practice without it.

Cons: I think the "reporting" could be a little bit stronger.

Overall: Before MyCase, my solo practitioner law practice was trying to keep organized with paper files and a stand alone billing module.

Vendor Response

by MyCase
on April 04, 2019

Hello Jerry, thank you for sharing your review. It is great to hear how MyCase has become a integral part of your practice and is easy for clients to use. For reporting, we suggest utilizing the new Case Insights page, which provides an easy snapshot of what is happening within your firm. If you would like to share your feedback on reporting in more detail or have any questions, please don't hesitate to reach out to our product team at mobile@mycase.com.

Best All Around Practice Management Software

Feb 05, 2019

David S.

Attorney

Legal Services, 1-10 employees

Used the software for: 2+ years

Reviewer Source

Source: Capterra

5/5

Overall

5
/
5

Ease of Use

5
/
5

Features & Functionality

5
/
5

Customer Support

5
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: MyCase is competitive in pricing. More importantly, they continue to listen to their customers and provide new features. It's like a little gift at least once a month, sometimes more often, when I see the "what's new" notification. They've even added features that I've specifically requested!

Cons: Overall I have no real complaints. It would be nice if the contacts sync to Outlook didn't frequently overwrite the file in order to update. I have to go in and add the new files to my address book each time that happens.

Overall: There have been a couple of instances where I asked for a feature, and someone from MyCase contacted me to show me a prototype of the feature I was requesting. It's great to be involved in making the service better for me and for other lawyers.

Vendor Response

by MyCase
on April 04, 2019

Thank you for your review of MyCase. A member of our product team has reached out to talk with you more about contact syncing with Outlook. We place tremendous value in customer feedback and appreciate you taking the time to provide us with your thoughts.

Mycase has definitely made my practice more efficient and less stressful and the clients love it!

Mar 06, 2018

Christopher S.

attorney

Law Practice, Self-employed

Used the software for: 1-2 years

Reviewer Source

Source: Capterra

4/5

Overall

4
/
5

Ease of Use

4
/
5

Features & Functionality

4
/
5

Customer Support

5
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: I like the fact that clients get virtually real-time updates on their cases through the email notices from mycase which makes them feel more involved even though I end up spending less time communicating with them myself. They can sign into their case file anytime of the day and night to review the latest filings and documents and they are notified every time I calendar a new event, which really cuts down on the unnecessary calls requesting updates when you would rather be working! In addition, I can tell how often each clients looks at their case and what they look at, which gives me a good idea of how motivated they are or whether they are following my instructions to review certain documents or complete certain tasks. I also like the secure encrypted message system but it seems to be the hardest feature to get the client to use with any regularity.

Cons: So far, unless I am missing something, I think the most aggravating thing about the software is the lack of a spellchecker for the client message system.

Great Software

Apr 09, 2019

Jordan R.

Paralegal

Law Practice, 1-10 employees

Used the software for: 2+ years

Reviewer Source

Source: Capterra

4/5

Overall

3
/
5

Ease of Use

5
/
5

Features & Functionality

5
/
5

Customer Support

5
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: I personally, enjoy the task tab. It keeps all of my tasks in one place and anyone can easily add a task to someone else. It also organizes them by importance, so you're not having to read through a list of handwritten notes to figure out what needs to be done today.

Cons: Some features are difficult to understand and not so easy to integrate into the way you were already doing things, causing you to not use the feature. Which I believe is a downfall, because being able to use one place for all of your case related needs is ideal- and of course, getting everyone within your firm to integrate their stuff to MyCase can be a challenge.

Overall: I enjoy using MyCase. It is a great software and they are constantly updating and adding new things. In addition, their custom service is the absolute BEST. They don't make you sit on hold, and don't take days to call back. You send an email within MyCase and someone from their team contact you right away.

Missing Some Key Features & Not the Most Convenient Set up

Apr 18, 2017

Mindi W.

Source: Capterra

4/5

Overall

2
/
5

Ease of Use

3
/
5

Features & Functionality

4
/
5

Customer Support

4
/
5

Value for Money

Comments: Comparing my experiences with MyCase, Practice Panther and Fresh Books: MyCase is easy to set up, is easy for clients to use and affordable (check to see if your state bar has a discount with them and ABA's is 20%). The downside is that there are some key features that would improve the attorney and client experiences. Some features I discussed with my customer service rep that were not available: 1. The big one: no electronic signatures and no integration with an existing electronic signature tool (clients have to print, sign, scan and return documents); 2. no ability to assign one billing point of contact for a client that is then linked to every matter/case opened for the client (must do it manually every time you open a matter); 3. no ability to auto-populate the address fields for contacts associated with the same client/company (which means more data entry); 4. no ability to organize individual general client documents (i.e. intake form, representation agreement) that have been uploaded unless associated with a case/matter (ended up having to create an "Admin-Client Name" case/matter for each client to hold the three documents we have on the client); 5.

clients receive a separate bill for every matter/case with no grand total; invoices are sorted by billing contact person rather than company. Setting up online billing was less convenient than Practice Panther or Fresh Books. MyCase won't let you use the online bill pay functionality during the 30-day trial until you purchase the software. Then they send you a 4-page agreement to sign electronically and return (ironic they use DocuSign but don't have an interface for us to use it with their software). Then they run a personal and business credit check and require you to send a voided check. Tons more red tape than online bill pay with LawPay through Practice Panther (which took minutes to apply and then acceptance was received the next day). So, after comparing Fresh Books, Practice Panther and MyCase, I am implementing MyCase with mild annoyances due to the inconveniences they create for setting up with them. But I've been told the experience of using them once set up is worth the headache of set up.

MyCase has enabled us to be in court or out of the office more with access to our files

Sep 19, 2017

Leanne J.

Paralegal

Legal Services, 1-10 employees

Used the software for: 2+ years

Reviewer Source

Source: Capterra

5/5

Overall

5
/
5

Ease of Use

4
/
5

Features & Functionality

5
/
5

Customer Support

4
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: Ease of use and accessibility from virtually anywhere. I also like that everyone in the firm can see one another's calendars.

Cons: Billing can be a bit tricky. It's probably the least favorite part as far as invoicing goes. Also, I wish you could select multiple documents or the PDF's at once, instead of having to download them one by one. I also wish the calendar would show you new events added by other users in the firm instead of showing a notification that someone added something to your calendar and then having to search day by day for what was added.

Vendor Response

by MyCase
on April 16, 2018

Thank you for your review and feedback, Leanne. It's great to hear that MyCase has enabled your firm to be more agile and efficient in your practice. I'm excited to say that we released the ability to download multiple documents at once earlier this year. A member of our Product Management team has reached out to learn more about your experience with the Calendar feature.

It's a great program it helps keep everything organized.

Jan 09, 2018

Diana H.

Legal Assistant

Law Practice, 1-10 employees

Used the software for: 2+ years

Reviewer Source

Source: Capterra

5/5

Overall

5
/
5

Ease of Use

5
/
5

Features & Functionality

5
/
5

Customer Support

5
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: Keeps everything organized and you clients have some access. Easier to reply to messages on the portal instead of receiving calls all day.

Cons: They are still working on the accounting side. I think they should have an option to send a mass reminders for the overdue invoices. Maybe have an automatic reminder for when the payment is due, instead of going through every client individually. We have a lot of clients.

Overall: Not missing court dates and being able to talk to clients though the portal.

Vendor Response

by MyCase
on June 20, 2018

Hi Diana, thank you for sharing your experience with us. It is great to hear how MyCase helps to organize your firm. We are happy to share that MyCase now offers automated invoice reminders! This feature will be automatically turned on when a new invoice is created. If you have any questions, please do not hesitate to reach out to our customer service team, or visit https://help.mycase.com/s/article/Automated-Invoice-Reminders for more info.

MyCase allows us to provide clients with exemplary service

Aug 28, 2013

Mitch J.

Senior Partner

Source: Capterra

5/5

Overall

5
/
5

Ease of Use

5
/
5

Customer Support

Comments: In today's fast paced and multitasking world, everything comes down to people and relationships. For almost three decades, our goal has been to engage and connect with our clients and to make their experience with our firm a positive one.

Now, with the MyCase service, we are able to do just that and more. Here's what I'm talking about...

Trust

We believe that trust is built around communication and transparency. MyCase allows our clients 24/7 secured access to designated case documents, upcoming calendar events and more. When the client needs important case information, it's just a click or two away. They appreciate the service and appreciate the fact that we took the time to make it available.

The simple and intuitive MyCase portal lets our attorneys and clients share case information and offers simply notifications and alerts of important case developments. Clients can now log in and check document status and details involving upcoming dates and hearings at their convenience. They can also share private emails and comments on all case matters.

Client Satisfaction

For almost 3 decades, we have always believed that a successful attorney/client experience means that we need to provide our clients with exemplary legal advice and services. Having said that, we also believe that in today's fast paced 'instant information' digital business environment, giving clients free 24/7 access to important case information helps improve the legal experience and is key to building a positive and professional relationship with each and every one of our clients. Again, MyCase is allowing us to do this and more.

The bottom line is that clients tell us they enjoy MyCase. They like having access to case information when they need it. We think your clients will too.

Sure, MyCase also allows us to manage client and case information, including time and expense billing. It help us be more efficient and also allows us to access our case information from almost anywhere.

Regardless of these benefits, we continue to believe that the best thing about the MyCase service is how it just makes things easier for the client. And whey you really think about it, that's what is really important.

A Neutral View of MyCase

Jan 08, 2019

Verified Reviewer

Law Practice, 1-10 employees

Used the software for: 1-2 years

Reviewer Source

Source: Capterra

5/5

Overall

5
/
5

Ease of Use

5
/
5

Features & Functionality

5
/
5

Customer Support

5
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: This software offers the ability to communicate with clients in a format that is organized and makes them feel more involved. For example, you submit multiple documents to your client and the client can comment revision for each document separately. Their messages are automatically categorized and added for easy access. It allows to keep the casefile and its data in one section. It has the potiental with the right tweaking to streamline cases and communication with clients easily.

Cons: The ability to be more transparent with clients. I want more options for the client to have. To see billing as it happens vs invoicing at the end of the month, etc.

Overall: 100% positive. Great team and great people.

Vendor Response

by MyCase
on January 24, 2019

Hi, thank you for sharing your positive experience. We are always striving to create the best experience for our customers. Our product team would love to hear your feedback on how we can improve transparency in more detail- please feel free to reach out to mobile@mycase.com or call our Customer Support team.

Cons: Do we really have to spend 10 minutes choosing buses, cars and street signs to verify we are not robots before sending this survey? if I quit MYCASE this will be the reason. Not really, but its extremely aggravating!

Overall: P.S. I will not do this again if I have to choose buses, cars and street signs to prove I'm not a ROBOT!

Vendor Response

by MyCase
on April 16, 2018

Kirk- thank you so much for taking the time to write out and submit your review, we appreciate your continued support! We apologize for the lengthy submission process and have escalated those concerns to Capterra on our reviewers' behalf.

Best Case Management Software!

Feb 05, 2019

Nichole S.

Paralegal

Law Practice, 1-10 employees

Used the software for: 1-2 years

Reviewer Source

Source: Capterra

5/5

Overall

5
/
5

Ease of Use

5
/
5

Features & Functionality

5
/
5

Customer Support

5
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: The billing feature is great and was the initial reason for purchasing the software; however, the client portal access has become what I like most since you can see the day and time your client logged in. Email is becoming such a thing of the past!

Cons: I have yet to figure out the template feature but I know that once I am able to take this time this software will manage this office instead of this office managing the program.

Overall: We are a small office with only one lawyer and two full time staff. Most products are geared toward larger offices as clearly those firms pay more; however, we aren't set up that way. We are also in a small town and have been given the opportunity to prove we are above our competitors with how amazing we are as a team within the community and how we stand out by using MyCase. It allows us to communicate securely, see who is working on what file and be able to track time that would normally be lost in the shuffle. Very excited to finally be able to open the door to the future!

MyCase is very functional and user-friendly. They are responsive when I make inquiries.

Jan 25, 2018

Deloise T.

Attorney

Used the software for: 1-2 years

Reviewer Source

Source: Capterra

4/5

Overall

4
/
5

Ease of Use

4
/
5

Features & Functionality

4
/
5

Customer Support

4
/
5

Value for Money

Pros: I like that I can use the iPad app when I am in court, and at home or on the go. I like that I ca keep track of my daily billing and the program then will allow me to see quickly that I have forgotten to log billable time for the day.

Cons: I do not like the change that eliminated my ability to see my month at a glance calendar with references so that I can schedule quickly when asked by a judge in court. The current "*" reference is cumbersome - I have to literally look at each and every day separately to be able to answer a judge asking what is a good date for my return to court. He/She is NOT going to wait for me to check each and every date on a daily calendar.

Vendor Response

by MyCase
on April 16, 2018

Hi Deloise, thank you for taking the time to review. We are happy to hear that you've found MyCase to be user friendly, and our support team to be responsive. We have also taken note of your comments regarding our calendaring feature and have taken it into consideration for future improvements.

You will not be disappointed

Aug 07, 2018

Ann S.

Paralegal

Law Practice, 1-10 employees

Used the software for: 2+ years

Reviewer Source

Source: Capterra

5/5

Overall

5
/
5

Ease of Use

5
/
5

Features & Functionality

5
/
5

Customer Support

5
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: The software is easy to learn and use. Customer support is excellent.

Cons: I wish the software would integrate with outlook to make capturing time spent on emails easier.

Overall: We love the app for our phones which helps with scheduling and capturing billable time when away from the office. Customer support is excellent and always receptive to suggestions for improving the software.

Vendor Response

by MyCase
on August 14, 2018

"Hi Ann, thank you for your review! It's great to hear that your firm enjoys being productive away from the office using our mobile app. Fortunately, we do offer an integration with Outlook. You can find out how to sync your MyCase and Outlook accounts using the link below. If you have any additional questions or would like to share your feedback in more detail, please don¿t hesitate to reach out to our customer support team.

https://help.mycase.com/s/article/Outlook-Plugin-Installation-Guide"

Great software that helps me stay on top of my cases, calendar and billing. Would not do without it

Feb 14, 2018

Kathryn K.

Partner

Law Practice, 1-10 employees

Used the software for: 2+ years

Reviewer Source

Source: Capterra

5/5

Overall

5
/
5

Ease of Use

5
/
5

Features & Functionality

5
/
5

Customer Support

5
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: I like the fact that it does not give me more than I need to run my practice. I have used case management software from other companies that included a lot of things I did not need. It was confusing. I chose MyCase because it has just what I need to keep track of my cases, my time and my calendar and allow me to do my billing quickly and easily.

Cons: I would like to be able to see my time entries without having to print a bill. I often look at my time entries to confirm work was performed and I have to create an invoice to see it (even if I don't save the invoice I still have to go through the same procedure)

Overall: It helps me stay organized and productive each day. I am able to keep track of my time and bill easily from my entries.

ease of use and quick

Jan 28, 2018

Travis B.

Partner

Law Practice, 1-10 employees

Used the software for: 2+ years

Reviewer Source

Source: Capterra

4/5

Overall

4
/
5

Ease of Use

4
/
5

Features & Functionality

4
/
5

Customer Support

4
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: ability to share information with clients especially documents and calendar events. Its easy to learn.

Cons: apparently the mobile app I cannot edit client information such as change an email or phone number. I have to do it on the desktop. Also the mobile app looks good but its still clunky to navigate. example on the recent activity its blue like a hyperlink but I cant' click on it and go to that note or task.

Vendor Response

by MyCase
on April 16, 2018

Thank you for your review, Travis. It's great to hear that MyCase is easy for your firm to use and get synchronized with. In response to feedback like yours, we recently updated our mobile app to enable you to edit client information. Download the latest version of the app to give it a try, and please don't hesitate to communicate with us directly at mobile@mycase.com with any additional feedback!

It is a great software for us and our clients to keep in contact with documents and events

Jan 25, 2018

Lisa G.

Legal Assistant

Law Practice, 1-10 employees

Used the software for: 2+ years

Reviewer Source

Source: Capterra

5/5

Overall

4
/
5

Ease of Use

3
/
5

Features & Functionality

5
/
5

Customer Support

4
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: The clients being able to log in to see documents, events, upload information, etc. Allows both myself and the attorney to look at the case file and know what documents, emails, events are there.

Cons: The mobile app is not great. The attorney in our office cannot see recent activity unless she specifically logs into a client account. She needs to be able to see recent activity in real time

Overall: The ability for our office and clients to have access to the same case information

Vendor Response

by MyCase
on April 16, 2018

Lisa- Thank you for providing us with your feedback. In the newest update of the mobile app (v. 2.0.13), you can view activity in real time. If you would like help updating your mobile app, or have any other questions, please reach out to our customer support line. We are always eager to improve the experience for our users!

MYCASE MAKES A SIGNIFICANT DIFFERENCE TO PRACTICE PRODUCTIVITIY

Nov 17, 2017

Mark G.

Director

Hospital & Health Care

Used the software for: 1-2 years

Reviewer Source

Source: Capterra

5/5

Overall

5
/
5

Ease of Use

4
/
5

Features & Functionality

5
/
5

Customer Support

5
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: MyCase is intuitively simple to use yet is rich in features.

The support is A.mazing. We had a couple of queries and one needed MyCase to dial in to assist with an install on a new machine, they are attentive, professional and resolved our problems.

Whilst this is a US focused product it meets all of our needs in Australia. Per seat it is definitely great value for money.

There are regular software updates with improvements.

We have NOT experienced a "bug" in their software ... it works.

It is also fast despite us being across the Pacific Ocean.

We have no hesitation in recommending MyCase.

Overall: High productivity in managing Cases between multiple practitioners in our practice. Keeps all communication and content attached to a case for ease of future reference.

Vendor Response

by MyCase
on April 16, 2018

Thank you, Mark, for your support! Happy customers like you make our jobs at MyCase worthwhile.

This is the most efficient case management software I have used.

Sep 19, 2017

Erin B.

Attorney/Firm Owner

Used the software for: 1-2 years

Reviewer Source

Source: Capterra

4/5

Overall

5
/
5

Ease of Use

4
/
5

Features & Functionality

5
/
5

Customer Support

5
/
5

Value for Money

Pros: The email integration and improvements as to file organization are great. Clients love the user end, which allows me more communication with clients without having to actually communicate.

Cons: The accounting/billing side could still use a little work. Adding interest is a bit of a task, some automated features in that regard would be nice. Also, there needs to be some better reports for attorney productivity. Attorney bonuses are based on billables paid, and there is not a viable report for that.

Vendor Response

by MyCase
on May 08, 2018

Hi Erin, thank you for taking the time to review. It is always great to hear when MyCase helps to not only improve your firm, but your customers' satisfaction. We have been researching income/attorney productivity reporting, and we would love to talk with you further about improvements you would like to see. A member of our product team has reached out to hear your feedback in more detail- we look forward to learning more about how to make your experience better!

MyCase has made practicing law EFFICIENT. It allows me to handle administrative tasks with ease.

Jan 25, 2018

Whitney T.

Associate Attorney

Used the software for: 6-12 months

Reviewer Source

Source: Capterra

5/5

Overall

5
/
5

Ease of Use

5
/
5

Features & Functionality

4
/
5

Customer Support

5
/
5

Value for Money

Pros: The access to the client portal is hands down the best feature. My clients love the ability to ask me questions through chat and pay their invoices online. The portal also allows for clear communication to make sure that attorney and client are always on the same page. I also love the Workflow feature. This allows me to keep track of the routine tasks in my cases to make sure that nothing is left behind.

Cons: I would like to see a few updates to the billing system in MyCase. I still have clients that choose not to use the portal. Since they do not have the ability to view all their invoices and payments, it would be nice to have one invoice that includes all time entries, expenses, and payments, instead of having to create a new invoice each time I need to bill for new time entry or expense.

I would also like the ability to accept credit card/debit cards in office during the first consultation without having to create a case matter, a contact person, and an invoice.

I've used MyCase since 2015. Overall, it's great. Clients love it.

Jan 25, 2018

Eve S.

Attorney at Law

Law Practice, 1-10 employees

Used the software for: 2+ years

Reviewer Source

Source: Capterra

4/5

Overall

3
/
5

Ease of Use

4
/
5

Features & Functionality

5
/
5

Customer Support

5
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: That clients can see their files and have access to their documents. Also, it notifies clients of court settings. That's HUGE for me, as a criminal defense attorney. Courts also hold me in high regard as a lawyer who is on top of her docket... and on top of her clients.

Cons: Billing. Billing/accounting needs a lot of work. I would like to be able to use my own merchant for credit card processing and still be able to break down how clients paid. Right now, unless I use MyCase for payments, it will not break it down for me.

Overall: I can prove to the courts that I informed my client on the status of their case. I love that MyCase tells me any activity of a contact who is attached to a case file.

It continues to do wonders to help

Dec 13, 2018

Paul O.

Partner

Law Practice, 1-10 employees

Used the software for: 2+ years

Reviewer Source

Source: Capterra

5/5

Overall

5
/
5

Ease of Use

5
/
5

Features & Functionality

5
/
5

Customer Support

5
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: Case Management integrated with finance, billing and secure client portals, responsive, knowledgeable support, all at a great price. Intuitive functions in well organized dashboard- remote access, secure. Time tracking software on mobile apps and desktop is invaluable.

Cons: I get frustrated in the difficulty transferring documents on the mobile app from other mobile apps. Same in

Loading versions of documents from the mobile apps is impossible.

Overall: We can now manage cases across a range of practice areas, creating and monitoring work flow, specifying steps necessary to complete specific tasks. All my messages/emails/notes/tasks/documents are well organized. I love the report functions.

A Great Product for the Price (Without Bells and Whistles)

Aug 17, 2018

Meredith P.

Attorney

Law Practice, Self-employed

Used the software for: 6-12 months

Reviewer Source

Source: Software Advice

3/5

Overall

3
/
5

Ease of Use

2
/
5

Features & Functionality

4
/
5

Customer Support

5
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Comments: Great product which covers all the basic requirements of case management software and a price that can't be beat. I'm still using it, but looking at other options as I grow to avoid some of the more time-consuming aspects/cumbersome aspects of the software.

Pros: Cost is minimal and allowed me to get up and running with case management software immediately upon starting my law firm. It covers the basics - central place for case details, contacts, and documents; repeating task lists and deadlines; calendaring; and integration with quickbooks and email (to an extent). There is an obvious need for this type of product and I'm glad it is/was available.

Cons: The email integration is cumbersome and essentially requires you to forward messages to MyCase and then sort them individually into the correct cases. It does recognize emails/contacts frequently used and suggests a case assignment, but you still have to go through each email one by one and affirm that suggestion to get it to import into the case. With just a small caseload, this is time-consuming and would not be manageable for large volumes of emails.
The documents are stored in MyCase and accessible from wherever you are. That's nice, but not as helpful for me since it requires you to download the document onto your computer from MyCase, read it or make changes, and then re-save in MyCase if changes are made. Since I am mostly using the same computer each time, I don't want/need to re-download documents every time. To avoid, I just go to where the document is saved on my computer, but then I'm toggling between MyCase and my desktop. There is no way to work on/view documents WITHIN MyCase, which would make a huge difference.
It is nice to know that documents are available just by logging in on any device, but it's not as useful for a solo with one main work computer without the ability to open the document without downloading it.

Vendor Response

by MyCase
on August 31, 2018

Hi Meredith, thank you for the honest feedback. With regards to document storage, we now offer an integration with Dropbox, which will allow you to easily view and edit documents stored in Dropbox through MyCase, without the need to download and re-save - any updates will be immediately reflected in MyCase. Also, we're actively exploring ways to improve our email integration with the goal of making it less time-consuming to save a large volume of emails to your cases. We take customer feedback very seriously and can assure you that your review is taken into consideration moving forward. If you have any questions or further feedback, please do not hesitate to reach out to our Customer Success team! Thank you again for your review.

MyCase has expanded our capacity

May 14, 2019

Rebecca P.

Attorney

Law Practice, 1-10 employees

Used the software for: 2+ years

Reviewer Source

Source: Capterra

5/5

Overall

5
/
5

Ease of Use

5
/
5

Features & Functionality

5
/
5

Customer Support

5
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: It is easy to use, intuitive, and a great place to keep all of our case information as well as communicate with our clients.

Cons: We don't use their billing functions yet. There are still some things we do that they don't support very well.

Overall: The streamlining and organization we've been able to accomplish using MyCase has allowed us to expand our capacity for cases without expanding personnel. They are very responsive to suggestions. In the few years we have been with them, we've seen at least 2 things that we suggested become part of MyCase, and we've seen many other updates implemented that I'm sure were suggestions from others. I love that they're willing to find ways to keep improving. We appreciate this software more every year.

Excellent tool for a law practice

Jan 25, 2018

Richard F.

Attorney

Used the software for: 2+ years

Reviewer Source

Source: Capterra

5/5

Overall

5
/
5

Ease of Use

5
/
5

Features & Functionality

5
/
5

Customer Support

5
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: The software is the fastest one on the market - no waiting for a page to come up. I have used many different ones as tests - for 2-3 months each. There are some excellent features such as workflows, secure communication with client, intuitive data collection and much more.

Cons: As I have mentioned to them in the past - the bill generated for printing is static - which means there is little control over it. You get what you get. You can download the data and create your own - but it would be better to be able to control the look of the bill from the software.

Overall: No need for staff. This software does it all....... Except answer the phones and sweep the office.

MyCase is vital to my mobile and technologically driven law practice

Mar 04, 2014

Shawn T.

Partner

Source: Capterra

5/5

Overall

5
/
5

Ease of Use

5
/
5

Customer Support

Comments: There are several features that make MyCase vital to my law practice:

(1) Convenience and intuitive design for my team and for my clients. MyCase is an interactive platform where not only my legal team has access, but our clients also login to the system and have access through their own portal. Because of this, it is important that it be as hassle-free as possible for our clients to access and use MyCase, as well as our own team.

(2) Accessibility across any device, either through apps or the web-based portal. Our firm is a hybrid of a "traditional" brick and mortar law firm with an actual office but our systems are built around the sophistication, flexibility, and mobility of a virtual law firm. This means we are mobile and I try to be mobile a lot, often spending more time at clients' offices than at my own. MyCase's flexibility permits me to keep track of my activities regardless of where I am working and allows me to keep extremely accurate time records because I can enter them at the time the work is being performed. Of equal importance, this also allows me to be able to review my clients' invoices and work-in-progress at any time it is requested, from anywhere.

(3) The security features of the platform. One of the primary focuses of my practice is on information security, computer fraud, and data breaches which makes MyCase very helpful because of its focus on security. It provides me with a secure way to share documents with clients that does not involve unsecure email, and it also keeps the records of my case billings secure.

(4) The most important feature of MyCase isn't really a feature at all -- it's a culture. The MyCase team has always been very receptive to my feedback and I have made several requests for additional features and functionality. Just about every feature request I've made has been implemented. They've always been responsive and the company is constantly updating the platform and growing.

MyCase is a very useful and innovative product. The customer support team is excellent. 5 stars!

Jan 26, 2018

David D.

Attorney

Used the software for: 2+ years

Reviewer Source

Source: Capterra

5/5

Overall

5
/
5

Ease of Use

5
/
5

Features & Functionality

5
/
5

Customer Support

5
/
5

Value for Money

Pros: MyCase is an extremely flexible platform that is easy to use. It is truly a tech asset with a value only limited by the imagination of the user. Thanks to its features, our firm has been able to design a field format that allows us to input case information, merge documents, calendar events, and generate invoices in a manner that is tailored to our practice.

Cons: Data backups in csv format are easily generated but can be difficult to sort through. I have always been able to contact the support team with any issues and they have been very helpful with any issues that have come up along the way.

Can't live without it!

Jan 25, 2018

Robin S.

Owner

Law Practice, 1-10 employees

Used the software for: 2+ years

Reviewer Source

Source: Capterra

5/5

Overall

5
/
5

Ease of Use

5
/
5

Features & Functionality

5
/
5

Customer Support

5
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: Can't say just one - 2 things I love - First the timekeeping - which is invaluable. Been practicing law for more than 25 years so I have tried many methods. This is the best yet. Also, I like that I can open a case for each matter and create invoices for each matter. This helps when you have one client that has multiple matters and wants each billed individually.

Cons: Don't like the word processing tool. I work outside of that in OneNote. Wish it was more like SharePoint within the program. I use the product mostly for time and invoices . Wish it was the whole package.

Cons: Getting the developers to add features that would save time, seem to be ignored. The reports are not very robust.

Overall: Overall, I really like this product. The service is exceptional, the technicians really go above and beyond to fix the problem. Support will work to solve your issue, this is when other companies would tell you, well that is out of our scope. The support technicians, do their best to help you resolve these issues. That is real commitment to supporting a product. Two of my friends are using this now, and they report they are glad they changed to it.

This is by far the best program I have used.

Apr 03, 2018

William K B.

Attorney/Owner

Legal Services, 1-10 employees

Used the software for: 6-12 months

Reviewer Source

Source: Capterra

5/5

Overall

5
/
5

Ease of Use

4
/
5

Features & Functionality

5
/
5

Customer Support

5
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: The software is comprehensive and it has a very easy learning curve. I was able to use most functions immediately after installing the program and I had no problem importing my data from my previous software program. The couple of times that I had to call tech support they very very helpful and efficient. It has definitely helped streamline my practice and helped my bottom line. I can't recommend this software highly enough.

Cons: The only complaint I have right now is that you can't enter a note from the mobile platform, although you can read notes entered from the office computer. This should be corrected as it is one of the only functions that cannot be accessed from the mobile platform, but is one of the most necessary when you are out of the office. Hoping it's added soon.

Overall: Streamlined my office, simplified keeping track of cases and the work performed on the cases and helped increase the bottom line.

Pros: Mobile app is nice with easy integration of calendar. Quick entry of new calendar events. Clients like having a portal to access case info and documents and for communicating with the office. Generating billing statements and "sharing" (sending) to clients is easy. Great to be able to accept credit cards and checks online.

Cons: Cannot enter new matters on mobile app. Would be good to be automatically begin a time entry based on the calendar events, i.e. time entry needed for court appearances or other events listed in calendar

Needed to compare time and billing software for a solo practitioner

Jan 25, 2018

Amy W.

Legal Administrator/Paralegal

Law Practice, 1-10 employees

Used the software for: Less than 6 months

Reviewer Source

Source: Software Advice

5/5

Overall

5
/
5

Ease of Use

5
/
5

Features & Functionality

5
/
5

Customer Support

5
/
5

Value for Money

Likelihood to Recommend:Not LikelyExtremely Likely

Comments: Customer service has been outstanding. Everyone that I have spoken to has been friendly and willing to take over my computer. Very helpful. Cody Nielson, one of the senior people has been especially helpful when I asked about the security of putting in bank information. The system allows you to reconcile bank statements, but the attorney that I work for is reluctant to do that until we are using the system for a month or two. The law firm's IT person also recommended MyCase. The cost is extremely reasonable and an attorney can get a discount by being a member of the ABA.

Pros: MyCase is an extremely user-friendly time and billing software. The tutorials have been very helpful. I needed to find something that an attorney could do with great ease. I also needed to be able to deal with retainers and trust accounts. You have the ability of allowing the clients to log into a secured client portal and share documents, as well as forwarding billing information. MyCase gives you the ability to create deadlines in calendar. All the deadlines from the calendar appear on the right side of the screen when you log in which is very convenient. Working with invoicing was much easier than I thought too.

Cons: I don't like the constant updates if a client logs into the Client Portal or if an update was made to the case or contact.

Recommended!

Nov 06, 2018

Leslie V.

Lawyer

Law Practice, 1-10 employees

Used the software for: 2+ years

Reviewer Source

Source: Capterra

4/5

Overall

5
/
5

Ease of Use

4
/
5

Features & Functionality

Likelihood to Recommend:Not LikelyExtremely Likely

Pros: I like MyCase for how much it streamlines the process. We cut out a lot of phone calls and walk-ins by using this product. That means we can spend more time working uninterrupted. The ability to use MyCase on our phones and tablets means we can stay in touch and work while on breaks at the courthouse.

Cons: I would benefit from the ability to automatically bill at a set rate for all emails and comments made on a particular case. It is tedious to have to enter those manually, but MyCase doesn't currently offer a way to bill those with ease.